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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,201 | $56,134-40.9% | $96,161-65.5% | $85,856-61.3% |
| Participation rate | 50.0% | 56.7%-6.7pp | 68.4%-18.4pp | 69.3%-19.3pp |
| Annual return | 24.29% | 42.30%-18.0pp | 192.01%-167.7pp | 318.58%-294.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,798-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,745 | $2,858-3.9% | $4,349-36.9% | $3,952-30.5% |
| Admin fee / account holder | $291 | $3,769-92.3% | $5,538-94.7% | $6,261-95.3% |